Next Financial Group’s Plymouth Industrial REIT PLYM Stock Holding History

Next Financial Group’s Portfolio PLYM Stock Details PLYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$84K	Buy	2,598 +451	+21%	+$12.5K	0.01%	1257
2021 Q3	$49K	Buy	2,147 +111	+5%	+$2.49K	﹤0.01%	1416
2021 Q2	$41K	Buy	2,036 +6	+0.3%	+$113	﹤0.01%	1477
2021 Q1	$35K	Sell	2,030 -163	-7%	-$2.55K	﹤0.01%	1426
2020 Q4	$33K	Sell	2,193 -107	-5%	-$1.43K	﹤0.01%	1343
2020 Q3	$29K	Buy	+2,300	New	+$30K	﹤0.01%	1286
2020 Q2	–	Sell	-110	Closed	-$1K	–	1552
2020 Q1	$1K	Hold	110	–	–	﹤0.01%	2039
2019 Q4	$2K	Hold	110	–	–	﹤0.01%	2198
2019 Q3	$2K	Hold	110	–	–	﹤0.01%	2138
2019 Q2	$2K	Hold	110	–	–	﹤0.01%	2139
2019 Q1	$2K	Buy	+110	New	+$1.71K	﹤0.01%	1480

Other funds holding PLYM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's PLYM Position: Q4 2021 in Review

Next Financial Group increased its Plymouth Industrial REIT (PLYM) stake by 21% in Q4 2021, buying an estimated $12.5K and bringing the position to 2,598 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #1257.

Next Financial Group first reported a position in PLYM in Q1 2019 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold PLYM as of Q4 2021.

Next Financial Group held 2,598 shares of Plymouth Industrial REIT worth $84K as of Q4 2021.
Next Financial Group bought 451 Plymouth Industrial REIT shares in Q4 2021, an estimated $12.5K.
Plymouth Industrial REIT made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1257 holding.
Next Financial Group first reported a position in Plymouth Industrial REIT in Q1 2019 and has held it in 11 quarters since.
154 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.